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Genesis Wealth Advisors’s WEX WEX Stock Holding History

Genesis Wealth Advisors’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$11.4K Sell
100
-100
-50% -$11.4K 0.01% 338
2015
Q1 		$21.6K Hold
200
– – 0.02% 285
2014
Q4 		$21.4K Buy
+200
New +$21.3K 0.02% 312

Other funds holding WEX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Genesis Wealth Advisors's WEX Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its WEX (WEX) stake by 50% in Q2 2015, selling an estimated $11.4K and leaving 100 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #338.

Genesis Wealth Advisors first reported a position in WEX in Q4 2014 and has held it in 3 quarters since. The position peaked at $21.6K in Q1 2015. 230 funds tracked by Wall St. Rank hold WEX as of Q2 2015.

  • Genesis Wealth Advisors held 100 shares of WEX worth $11.4K as of Q2 2015.
  • Genesis Wealth Advisors sold 100 WEX shares in Q2 2015, an estimated $11.4K.
  • WEX made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #338 holding.
  • Genesis Wealth Advisors first reported a position in WEX in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's WEX position peaked at $21.6K in Q1 2015.
  • 230 funds tracked by Wall St. Rank held WEX as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.